+497.7%
BHP vs AMBA
-9.0%
+506.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.2% |
| 7D | -2.9% | -11.0% | +8.1% | -0.7% |
| 30D | +3.4% | -23.2% | +26.5% | +8.5% |
| 3M | +4.1% | -12.7% | +16.8% | +4.7% |
| 6M | +20.6% | +11.2% | +9.4% | +14.4% |
| YTD | +56.1% | -11.2% | +67.3% | +53.6% |
| 1Y | +69.6% | -22.5% | +92.1% | +69.3% |
| 3Y | +78.8% | -1.3% | +80.1% | +60.8% |
| 5Y | +113.1% | -54.2% | +167.2% | +101.6% |
| All | +497.7% | -9.0% | +506.7% | +314.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling